Warther Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$298K Hold
2024
Q3
$292K Hold
2024
Q2
$277K Hold
2024
Q1
$267K Buy